Latest Articles
When Should You Give Inheritance Money to Your Kids?
When it comes to gifting and giving money, especially to family members, people are oftentimes confused on when is the right time to pass over their inheritance. Should an inheritance
The Value Of Ongoing Financial Advice
As financial advisors, we work with individuals everyday to deliver value and financial advice. At Sherman Wealth, we specialize and focus on customized financial advice and plans. We often discuss
Here’s Why To Consider A Donor Advised Fund
With the holidays and Thanksgiving around the corner, it’s a great time to discuss giving back to those in need. At Sherman Wealth, we are very charitably inclined, so we
Things To Do In A Market Correction
As we’ve been making our way through this market correction and this interesting economic environment with the Federal Reserve raising interest rates to combat inflation, we’ve been getting many questions
Are You Taking Advantage Of Your 401(k) Employer Match?
Does your job offer workplace benefits? If so, are you aware of the benefits available to you and are you taking advantage of them all? We’ve been working with many
Now Is The Time For Your End Of The Year Financial Planning
As we are well underway in the last quarter of the year, its a great time look at your finances as a whole, see what you have achieved thus far
Brad Sherman Listed As A Top Financial Professional In Bethesda Magazine!
Brad Sherman was listed as a Top Financial Professional in the November/December issue of Bethesda Magazine! On behalf of Brad and Sherman Wealth, we want to say congratulations to the
Here Are The 401(k) Contribution Limits for 2023
The IRS released annual inflation adjustments to income tax brackets and many other adjustments for 2023 on Tuesday which are followed by today’s announcement of the 401(k) contribution limits for
Are Date Nights Becoming Too Expensive During This Inflationary Period?
As we’ve been adjusting to this new economic environment with not only rising prices but also interest rates, are you feeling the impacts of inflation and a higher cost of